About this course

Streamline Journal Approval Processes with Infor OS and SunSystems Integration

This course offers a deep dive into creating and managing authorization workflows for SunSystems ledger entries using Infor OS.

Learn how to automate journal approval steps, configure role-based workflows, and enhance efficiency in financial transaction processing.

Who should take this course?

For Finance Managers, IT Administrators, and Accountants Handling Workflow Automation

  • Finance Managers

    Perfect for managers who need to streamline and oversee ledger approval processes with automated workflows.

  • IT Administrators

    Ideal for administrators responsible for configuring and maintaining Infor OS and SunSystems integrations.

  • Accountants

    Designed for accountants looking to improve accuracy and efficiency in journal entry and authorization workflows.

This course is designed for:

Accounts Payable Accountant

General Accountant

Accounts Receivable Accountant

Fixed Asset Accountants

Purchasing/Procurement Accountants

Course curriculum

    1. Welcome

    2. Lesson Note

    1. Introduction

    2. Workflow Overview

    3. Sample Workflow Scenario

    4. Handout

    5. Learning Check

    1. Introduction

    2. Ledger Entry

    3. Hands-on: Ledger Entry

    4. Handout

    5. Learning Check

    1. Introduction

    2. Check notifications

    3. Hands-on: Check notifications

    4. Verify & Approve the request

    5. Hands-on: Verify & Approve the request

    6. Check Approval Status

    7. Hands-on: Check Approval Status

    8. Journal Inquiry

    9. Hands-on: Journal Inquiry

    10. Handout

    11. Learning Check

    1. Summary & What's next?

    2. Help Us Improve Your Learning Experience

About this course

  • 25 lessons
  • 1 hour to complete
  • Published: December 02, 2024

Available languages

English

This course is available only in English, with all lessons, resources, and exercises designed for English-speaking users. The content offers clear, detailed guidance to help you understand and configure Infor OS and SunSystems workflows effectively.

Certificate Validation

URL validation will help you easily add your earned certificate to your profile.

Testimonials

What our students say

5 star rating

Infor SunSystems V6.4 Introduction

Benjamine Ouma

I have really expounded on my Infor SunSystems knowledge. Thank you so much

I have really expounded on my Infor SunSystems knowledge. Thank you so much

Read Less
5 star rating

[GEN-1] SunSystems Introduction

Adams Machi

Well Structured and Easy to grasp the Systems capabilities for Non-SunSystems users

Well Structured and Easy to grasp the Systems capabilities for Non-SunSystems users

Read Less